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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Barbara? Claim Your ProfileBarbara Greatwood is a financial advisor with Cetera Investment Advisers LLC and has been in the industry for over 24 years. Barbara has been registered with the state of Washington as an Investment Advisor Representative since November 2020. Before joining Cetera Investment Advisers LLC, Barbara was a registered representative with First Allied Securities, Inc. from May 2004 until September 2022 and previously with Ragen Mackenzie Investment Services, LLC from February 1998 until May 2004. Barbara holds a Series 66, Series 7, Series 99TO and SIE license and is a Certified Financial Planner. Barbara is a partner with Northwest Planning & Investments, LLC, a DBA, and a Sole Member of Greatwood Wealth Management, LLC, a holding company or tax/bill payment entity.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
WA
11/12/2020 - Present
Cetera Investment Advisers LLC (CENTRALIA WA)
WA
05/17/2004 - 09/08/2022
FIRST ALLIED SECURITIES, INC. (CENTRALIA WA)
WA
02/12/1998 - 05/17/2004
RAGEN MACKENZIE INVESTMENT SERVICES, LLC (SEATTLE WA)
BOTH
Issued 3/27/1998
Series 66 - Uniform Combined State Law Examination
BC
Issued 1/2/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/11/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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